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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,084 | $55,790-35.3% | $76,667-52.9% | $67,582-46.6% |
| Participation rate | 54.5% | 71.1%-16.6pp | 72.1%-17.6pp | 71.3%-16.8pp |
| Annual return | 19.31% | 64.45%-45.1pp | 1166.74%-1147.4pp | 378.57%-359.3pp |
| Employer contribution / active EE | $479 | $1,810-73.5% | $2,303-79.2% | $2,148-77.7% |
| Participant deferral / active EE | $1,226 | $2,875-57.3% | $3,336-63.2% | $3,539-65.4% |
| Admin fee / account holder | $46 | $159-71.1% | $6,423-99.3% | $142-67.7% |